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| Provider | Service type | Compensation |
|---|---|---|
S & T WEALTH TRUST6+ years Service code 21 · EIN 25-1607533 800 PHILADELPHIA STREET · INDIANA, PA 15701 | Bank Trustee | $26,218 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $20,795 |
Filed as: BUCKLER, MCKENNEY & NADZADI, P.C. Service code 10 · EIN 25-1769537 116 FOX PLAN ROAD · MONROEVILLE, PA 15146 | Accounting | $5,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $908,424 | $72,027+1161.2% | $185,861+388.8% | $79,856+1037.6% |
| Participation rate | 0.0% | 65.8%-65.8pp | 78.0%-78.0pp | 69.6%-69.6pp |
| Annual return | 10.32% | 23.13%-12.8pp | 35.96%-25.6pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,827 | $1,965-7.0% | $4,088-55.3% | $2,471-26.1% |
| Participant deferral / active EE | $3,425 | $3,780-9.4% | $5,634-39.2% | $3,741-8.4% |
| Admin fee / account holder | $6,305 | $4,513+39.7% | $9,503-33.7% | $5,306+18.8% |